Sales Engage Features and Pricing

A fully customizable suite of features designed to align teams, enhance communications, and close more deals, faster.

Bring All of your Sales Engagements Together, in one Platform

Advanced coaching and lead management tools to fuel a more efficient pipeline

The Sales Engage plan builds on our already robust call tracking and conversation intelligence features with advanced tools to support inbound and outbound touchpoints. Improve team performance with ai-powered insights, endlessly customizable automation and premium sales integrations. Plus, a built-in softphone designed to make even the smallest teams able to sell like a fully staffed contact center.

$274/Per Month

Billed Yearly + Additional Usage Fees

  • Customizable softphone to power inbound and outbound teams
  • Engage your pipeline over voice, text, chat, and form
  • Real-time dashboards and team performance reporting
  • Smart Dialer and advanced outbound technology
  • Premium sales and CX integrations including Salesforce, Zoom, and Gong
  • Live and AI-powered chat available as add-ons

Sales Engage

Select Plan
Additional documentation may be required to obtain phone numbers outside of the U.S.


Monthly Fee
(billed monthly)
Monthly Fee w/ Annual Pre-Pay Option
(billed yearly)
Local Numbers
Local Minutes (call forwarding)
Local Minutes (CTM Softphone)
Toll-Free Numbers
Toll-Free Minutes (call forwarding)
Toll-Free Minutes (CTM Softphone)
Outbound Calls
Text Messages (SMS) – Inbound
Text Messages (SMS) – Outbound
Text Messages (MMS) – Inbound
Text Messages (MMS) – Outbound

Included Value

Tracking sources
A way to bucket your phone numbers for at-a-glance attribution in real-time feeds and reports.
Build workflows to automate everything from sending a follow up text after a form submission to sending a conversion to Google Ads.
$50/month for additional packs of 25
Form Submissions
$.02 each additional submission

Tracking & Attribution

Dynamic Number Insertion swaps website phone numbers based on how the user arrived for accurate attribution of calls.
Multi-touch attribution
Offline tracking
Online tracking
Text tracking
Call whispers
These short announcements give the call receiver information before the call connects
Custom Fields
Form tracking
Dynamically show a local number on your website that corresponds to your visitor’s location

Conversation Intelligence

Call recording
Conversion marking
Tag activities that result in conversions for more data, better analysis, and to send to ad platforms.
Attach text labels to activities for segmented reporting and personalized automation.
Measure the quality of your conversations from 1 to 5 stars, including dollar values and text labels.
Keyword spotting
Automatically identify pre-defined words or phrases to trigger automated actions.

Lead Management

Send & receive text messages
Basic routing
Call forwarding
IVR menus
Geographic Routing
Advanced options to route conversations based on the caller’s location.
Smart Router
Automatically direct incoming calls to the right place based on a customized if/then flow.
Bulk text messages
Call Queues
Call transfers
Scheduled text messages
Skill and weight-based routing
Advanced routing options you can customize including agent priority and skills.

Sales Performance

Call scripts
Conference calls
Contact lists
Live coaching
Post-call surveys
Role-based settings
Group your users into relevant categories to customize what they can, and cannot, see to maximize productivity.
Smart Dialer
Expedite outbound calling by automatically calling and connecting with a list of pre-loaded phone numbers.
Our in-app phone that powers calls, texts, and more connected to the full intelligence contained in CallTrackingMetrics.


Activity Reporting
Built-in, filterable reporting to view things like volume of calls by source.
Real-time activity stream
A real-time feed of every communication being tracked within CallTrackingMetrics including attribution and contact details.
ROI reporting
Agency roll up reports
Custom field report
Live team performance

Developer Tools

API Access
Lambda Functions


Free number porting
Knowledge base
Live and recorded training
Ticket portal
Standard onboarding
2 hours
Extended onboarding
Live phone support
Live chat support
Premier Help Desk

Security & Compliance

Two-factor authentication
Automatic redaction
CCPA compliance
GDPR compliance
HIPAA compliance
PCI compliance
PIPEDA compliance


Version history
300 days
Restore deleted objects
14 days
Mobile app
Client signup pages
Client price mark ups
SAML (Identity Provider)
User access levels & controls (Team Settings)


Google Ads
Google Analytics
Microsoft Advertising
Contact Form 7
Google Ads Lead Forms
Google Marketing Platform
Gravity Forms
Looker Studio
Skai (formerly Kenshoo)
Snapchat Ads
Dialogflow CX
Facebook Messenger
Magento (Adobe e-Commerce)
Microsoft Dynamics 365
Salesforce Desk
Zoho CRM


Dual Channel Recordings
Encrypted Call Recordings
Enhanced Caller ID
Live Transcriptions
Monthly Live Translation Addon
Number Detection (for transcriptions)
PCI Detection (for transcriptions)
Redaction (for transcriptions)
SSN Detection (for transcriptions)
Spam Detective
Transcriptions (enhanced)
AskAI Questions
Full White Label (per agency)
Image Obscenity Detection for MMS (per MMS)
Online Fax
Agent Bundle License Monthly Rate
Agent Insights (per minute)
Chat Bot (ChatAI)
$99/bot per month
Chat License Monthly Rate
Live Listen to Calls

Omnichannel Communications

Enjoy a more informed approach to lead and pipeline management. Easily respond to calls, forms, texts, and chats alongside robust call tracking and conversation intelligence data.

Real-time Coaching

Unlock the full potential of your team without waiting on hindsight. Monitor team performance across communications channels, detect trends, and arm your team with actionable insights on the go.

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Intelligent Lead Flow

Gather your conversation analytics and immediately put AI-driven insights to work in the same platform. Empower your teams to be proactive, and close more deals, with automated inbound and outbound features.

Why Choose our Sales Engage Plan? 

The Sales Engage plan gives marketing teams the opportunity to make a direct line from lead to sale. The Sales Engage plan gives sales teams the tools to actively work and close the influx of higher-value leads driven by marketing’s call tracking optimizations. Plus, with added security, premium integrations, and endless customizations, it’s the perfect plan for revenue teams with aggressive goals and robust go-to-market strategies. It’s also great for:

  • Lead resellers needing complex routing and tracking
  • Ecommerce teams that close business over the phone
  • Revenue teams with sophisticated outbound campaigns
  • Sales teams in highly competitive industries

Have Complex Requirements and a Unique Vision for Call Tracking?

Check out our Enterprise plan for worry-free scale

All of the already robust features of our Sales Engage plan, plus direct access to our industry leading support and onboarding teams to personalize your approach. With unlimited sub-accounts, higher thresholds for included form tracking, and indefinite version history and restoration, your team will be set up to have marketing and sales running on all cylinders. Perfect for teams looking to stop paying multiple vendors, bring all of their phone systems and marketing analytics into one, endlessly customizable platform.

Woman pointing to callers in bubbles
Put Your Account on the Fast Track

Let us fine-tune and personalize your solution

We waive the first month of subscription fees to give our customers time to test, try features, and figure out their ideal approach to call tracking. But we also have options for those needing to kickstart their account into gear from the beginning. You can engage with our team of industry experts to assess your unique needs and build the ideal account to connect our software with your goals.

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Not Sold Yet on the Sales Engage Plan

Let’s get your questions answered and give you an inside look at the features with a live product demo.